Who We Serve

VARIED BACKGROUNDS, COMMON GOAL

Our clients come from varied backgrounds and have equally diverse aspirations. However, they all share a common goal: to obtain trusted advice for growing and preserving their wealth.

You might contact us if:

You are unhappy with your broker and want to explore the benefits of working with an independent investment advisor.

You do not have the time to design, build, and monitor your investment portfolio.

You need to grow your assets and plan for eventual retirement.

You are about to retire and will need to live off income generated from your investment portfolio.

You just left your job and would like to roll your 401(k) into an IRA with more investment flexibility.

You have just sold a business and need help investing the proceeds.

You have received an inheritance and are not sure how to invest for your personal needs.

You are getting divorced and need help managing your financial assets.

You are recently widowed and need help making sense of your investments

WE HAVE EXPERIENCE WORKING WITH THE FOLLOWING PEOPLE:

Retirees Retirees and those within a few years of retiring need steady sources of income and peace of mind that they will not outlast their money. We tailor your portfolio to suit your needs for current investment income and capital appreciation while offering creative solutions that have the potential to increase your income in retirement.

Pre-retirees Individuals and couples who are within 20 years of retirement need to know that they are building enough capital to retire on and enjoy a comfortable lifestyle. We create a portfolio designed to meet your needs for capital appreciation and sustainable income growth. This includes taking a comprehensive view of all of your assets and sources of income, regardless of where they are managed.

Professionals Individuals and couples who are up-and-comers generally need more aggressive investment strategies so they can generate the returns necessary to achieve their long-term goals. We customize your portfolio to take advantage of opportunities for high returns while adhering to a reasonable amount of risk.

In Transition People who have received a financial windfall often need the expertise of a professional in investing their lump sum. Whether you are in transition from a settlement, business sale, or inheritance, we will discover your goals and build an investment portfolio to help you optimize your windfall.

Communications

Why We’re Selling Wells Fargo

We recently moved Wells Fargo to the category “Source of Funds”. If we need to buy a new position or add to an existing